Remote Benefits Concierge | Client-Facing Advisor

AO Globe Life; Cleveland (OH); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Leadership path

Job summary

Lever, Inc. is seeking motivated professionals for a remote inbound role focused on helping clients explore financial-protection options. You will talk with people who requested help, explain benefits simply, and guide them through enrollment when it’s a fit.

You’ll work remotely with a written process, receive coaching from experienced teammates, and have a path into leadership if you produce. Interviews are conducted on Zoom and success is measured by activity and results.

Qualifications

• Inbound conversations only; no cold outreach.
• Comfortable on camera and able to engage clients remotely.
• Able to follow a written process and stay coachable.

Responsibilities

• Take inbound conversations from clients who requested help with financial-protection options.
• Explain benefit options clearly and simply to clients.
• Help clients enroll when it is a fit for them.
• Maintain a clean follow-up rhythm with prospects and clients.

Skills

Communication skills

On-camera communication

Coachable

Remote work

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat is inbound. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists

• Explain benefit options simply

• Help clients enroll when it is a fit

• Keep a clean follow-up rhythm

You get

• Remote work

• A written process so you are not inventing the job

• Coaching from people who have done the work

• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.